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Where Your Financial Plan and Tax Planning Strategy

Work Together

We look at the full picture so you can make decisions with confidence. You get clear direction from knowledgeable professionals.  

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What We Do A Complete Approach to Your Finances

Often people split their financial life between different professionals: one for investments, another for planning, and someone else for taxes. When no one sees the complete picture, potential opportunities can be missed, and advice doesn't always line up. We built our practice to address that problem by bringing comprehensive financial planning and tax planning into one office, with the goal that nothing gets lost in translation.

About us Managing Complexity With Precision & Care

We navigate the intricate details of your financial world. Our goal is to provide clarity and confidence for your future.

  • Comprehensive wealth planning
  • Disciplined investment strategies
  • Personalized attention and guidance
Meet Our Team

Who We Are

We are a dedicated team of professionals committed to your success. We build relationships on a foundation of true integrity.

We take a comprehensive approach to your financial life. By understanding your unique goals, we create strategies that grow with you. We are here to guide you through every season of life with clarity and confidence.

The value of your time is unmatched. We help you protect it.

Integration

We aim to align every financial pillar of your life to design a strategy that fits together perfectly.

Competence

We apply deep expertise and high standards to every recommendation and strategic decision we make.

Foresight

We prioritize proactive planning over reactive fixes to plan for your future and prevent potentially costly mistakes.

Who We Help Clients Ready to Take Action

We work with clients who need financial planning and tax planning working together, not advice from disconnected sources.

Individuals Planning for Retirement

Individuals Planning for Retirement

You need to know you're on track and want a strategy built for your situation.

Business Owners

Business Owners

Your business and personal finances overlap in ways that need planning, treating them as one.

Anyone Who Values Integration

Anyone Who Values Integration

Splitting your finances across multiple advisors can create gaps, conflicts, and potential opportunities that may slip through unnoticed.

How We Help Solutions That Connect

Your financial decisions affect your taxes, and your tax situation shapes your financial strategy. We address both, so you get advice that accounts for the real impact of every move you make.

Wealth Strategies<br/>

Wealth Strategies


We build and manage investment approaches based on your goals, timeline, and risk comfort level, adjusting as your situation changes.

Comprehensive Financial Planning

Comprehensive Financial Planning


We map your current position, define where you want to go, and create actionable steps to get there with regular updates.

Tax Planning

Tax Planning


We look ahead to identifying opportunities that may reduce your tax bill before year-end, not just at tax time.

Risk Management

Risk Management


We identify gaps in your coverage and find solutions that protect what you've built without paying for insurance you don't need.

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Who We Are Experience Meeting a Real Need

Security Planning Advisors was founded by Dwayne Dills, who has been securities licensed since 2003 and saw too many clients struggling to coordinate advice from multiple professionals. We built this firm to give Western North Carolina individuals and business owners a better option: comprehensive financial planning and tax planning in one place.

Our Process From Discovery to Execution

I - Understand Your Situation

We review your current finances, identify risks, clarify your goals, and spot gaps that need attention first.

II -  Build Your Plan

We create a customized strategy addressing investments, financial planning, and tax considerations specific to your circumstances and timeline.

III - Execute and Adjust

We implement your plan, monitor progress, and make changes as your life evolves and opportunities or challenges emerge.

Our Quiz How much do you know about Investing?

Our Tools Our Resources 

Learn more
What's New for Social Security?

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Learn More
Exploring Retirement Plans for Small Businesses

Exploring Retirement Plans for Small Businesses

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.
Learn More
Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Learn More

Contact Us Ready to Get Started?

If you're tired of piecing together advice from multiple sources, let's talk. Schedule a meeting, and we will discuss your situation, answer your questions, and show you what comprehensive planning actually looks like.

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